Book Your Align Call
A 15-minute conversation about where you are and what you want retirement to look like. You leave knowing whether Align is the right advice team for you.
What we cover
What brought you here, your biggest questions, and how we work.
Who this is for
Women inside the retirement runway who want retirement, tax, equity compensation, and estate decisions handled as one plan.
How we are paid
We are fee-only advisors, paid only by our clients. We receive no commissions and do not sell products.
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Before you book
What happens on the Align Call?
Think of this call as a chance to see whether we’re a good fit for each other. We’ll ask about your needs and what you value, and you’ll have time to ask questions and learn how we work.
Who is Align for?
Align is for women who make the financial decisions in their lives, have been diligent savers, and want a trusted sounding board as those decisions become more complex. Choices about retirement, investments, taxes, and equity compensation affect one another, and some are difficult to reverse.
We believe in a long-term partnership and advice grounded in your whole financial picture, so each decision supports what matters most to you.
How are you paid?
We are commission-free financial advisors and act as fiduciaries 100% of the time. Our annual service fee typically starts at $15,000. We’ll share your exact fee before you commit to anything.
What happens after the Align intro call?
If we both feel it’s a good fit, the next step is a Discovery Meeting. We’ll get to know you better and learn about your aspirations, your vision for retirement, and what matters most to you.
What does a finished plan look like?
Your plan is called the Wealth Blueprint™. It is a written plan with your balance sheet, the job each account has, the decisions in your retirement runway, and an action list that says who does what and when. We published a complete sample plan for a hypothetical client so you can read one before we talk.
Do I need to be in New Jersey?
No. We are based out of Hoboken, New Jersey. However, we work with clients across the US, as most of our client meetings are held virtually.